Enabling an Email Series in Client Galleries

How to Link Email Automations to Client Galleries

Overview

Connecting an Email Automation Series to your Client Gallery events allows you to automatically send follow-up emails to your clients. This helps improve engagement, remind clients to take action, and streamline your workflow without manual outreach.

In this guide, you will learn how to attach an Email Automation Series to a new or existing Client Gallery event and understand how these automations work.

Why Use Email Automations with Client Galleries

Email Automations help you stay connected with your clients without manually following up.

Using an Email Automation Series allows you to:

Remind clients to view and select their images
Encourage purchases before an event expires
Recover abandoned carts automatically
Save time by reducing manual emails

This helps you increase sales while providing a better client experience.

STEP ONE

Log into your PhotoBiz account and click CLIENT GALLERIES from the left-side menu.

This opens your Client Galleries dashboard where you can manage and create events.

STEP TWO

Click EVENTS at the top of your Client Galleries dashboard.

This will display your full list of Client Gallery events.

STEP THREE

Create a new event or open an existing Client Gallery event.

If you have multiple events or categories set up, you can use the search bar to locate an existing event by name.

STEP FOUR

During the event setup or within the event settings, locate the Email Automation Series dropdown.

Select the email series you want to apply to the event. You can choose from default options such as the Client Galleries Event Series or the Client Galleries Event & Cart Reminder Series.

FINAL STEP

After selecting your Email Automation Series, a confirmation pop-up will appear.

Confirm the selection to activate the email series for that event. Once activated, emails will automatically send based on the triggers and timing defined in the selected series.

You will know the setup is complete when your event shows the selected Email Automation Series and no further action is required.

Additional Options or Helpful Notes

Create a Custom Email Automation Series

If you want more control over your messaging, you can create your own Email Automation Series.

Go to Marketing in your control panel
Click Email Automation
Build a custom series with your preferred timing and messaging

For more details, see: How to Create your own custom Email Automation Series.

How Email Automations Work

Emails send once daily at 9 AM based on your account’s time zone
Each contact receives each email only once per event, appointment, or invoice
Emails only send when trigger conditions, recipients, and timing are met
Emails will not send after an event expires unless the trigger includes post-expiration timing
Editing emails may affect future sends and reporting data

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